What you can do
Share W-2s, 1099s, organizers, and ID documents without emailing sensitive attachments.
Secure access
Client portal
Upload documents, review organizers, and message the office — all in one place.
Portal login
Our secure portal will open here once your provider link is configured.
TODO Replace the button URL with your real portal (e.g. ShareFile, SafeSend, TaxDome, Canopy, etc.).
Existing clients: if you already received an invite email, use the link in that message. New clients — contact us and we will send an invitation.
Privacy first
We prefer encrypted portals over open email for tax documents whenever possible.
Need help signing in?
Call the office or use the contact form — we will help reset access or resend your invite.
Contact support →